Family Law

• Premarital Agreement
  I have extensive experience drafting numerous estate planning documents, including Wills, revocable trusts, insurance trusts, qualified personal residence trusts, dynasty trusts, “Crummey” withdrawal trusts, supplemental needs trusts, section 2503(c) trusts, premarital agreements and post-nuptial agreements for clients. I advise clients on wealth transfer tax issues, including estate planning and lifetime gift tax planning. I assist clients in the administration of trusts and probate estates, including the review or preparation of estate tax returns and income tax returns of estates and trusts. I also have experience writing private letter ruling requests to the Internal Revenue Service on both charitable and generation-skipping transfer tax issues and representing clients in the resolution of audits by the Internal Revenue Service.

Business and Corporate Law

• Limited Liability Companies
  As part of strategic tax planning, we assist families in entity selection and formation for the management of family wealth and asset protection purposes. Clients often choose trusts, limited partnerships, corporations and limited liability companies.

Trusts and Estates

• Estate Planning
  I graduated from Webster University in St. Louis in 2002 with a Bachelor of Arts degree in English/Creative Writing. I have worked as a legal assistant for Heriaud & Genin, Ltd. since 2010. I focus primarily on estate planning matters.
• Wills
• Trusts
  Charitable planning is particularly interesting to me. I enjoy helping donors realize their dreams to give back to the community. I also take pleasure in advising charitable entities on how to achieve their goals. I set up private foundations and draft and help clients implement charitable trusts. My experience also includes reviewing a pooled income fund agreement, and writing and reviewing charitable brochures for prospective donors.
• Power of Attorney
  I help clients implement numerous estate planning documents, including Wills, revocable trusts, insurance trusts, sales to grantor trusts, qualified personal residence trusts, grantor retained annuity trusts, dynasty trusts, powers of attorney, charitable trusts, foundation documents, premarital agreements, post-nuptial agreements, partnership agreements, private annuity agreements and documents for corporations and limited liability companies.
• Probate

Finance Law

• Tax Law
  Cost efficient resolution of contested matters is our utmost priority. We often prevent controversy by keeping clients’ plans updated with the latest tax law developments and integrating clients’ estate plans with their business planning. We also facilitate proactive communication between relevant parties to prevent expensive, time consuming conflicts that damage family relations and weaken family business entities.